Cost Pay Labor Code Tables Form

Use the Cost/Pay Labor Code Tables form to set up one or more tables that specify labor cost or pay rates for labor codes used by your firm. If Vision Payroll is not installed, this form is titled "Cost Labor Code Tables."

A table will not work unless it has at least one labor code. Each labor code in a table can have one row that does not specify an effective date; you can use this row to indicate a default rate to use if no other row has an applicable effective date.

Depending on the rate type that you specify for a table, the table displays in the corresponding Rate Table drop-down list when you enter From Labor Code Table in the Cost Method or Pay Method fields in the Cost and Pay Rates section of the Accounting tab in the Projects Info Center.

To use this form, you must have access to the effective dates feature in Accounting (cost), Payroll (pay), or both. Also, if Vision Payroll is not installed, this form is titled "Cost Labor Code Tables."

Location

To display the form, complete the following step:

From the Vision Navigation menu, click  Accounting > Cost/Pay Rate Tables > Labor Code.

Contents

Toolbar Options

Field Description
Save Click this option to save your changes.
New Click this option to open a drop-down menu, and select one of the following options to create a new labor code table:
  • New Cost/Pay Labor Code Tables
  • Copy Current Labor/Cost Pay Labor Code Tables
  • Select Labor/Cost Pay Code Tables to Copy
Delete Cost/Pay Labor Code Table Click this option to delete the table that currently displays on the form.

When you delete a table, it is permanently removed from the Vision database. After you save the deletion, you cannot undo it.

Print Click this option to open a drop-down menu of options to print the Cost/Pay Rate Labor Code List.
Help Click this option to display the Vision online help topic for the Cost/Pay Labor Category Tables form.

Header Information

Field Description
Table Number Enter a numeric code for the table.
Table Name Enter a descriptive name to identify the table.

For easier identification in lookup lists:

  • Use as general a name as possible. For example, if you define a labor rate table because the project is located in Philadelphia, consider naming the table "Philadelphia" rather than naming it after the project or client.
  • If you maintain both a cost and a pay rate table for the same projects or scenarios, consider including "cost" or "pay" in each table's table name.
Currency If you use the Multicurrency feature, specify the currency in which a table's rates are displayed. This is typically the currency in which employees are paid at the location for which the table is used. The currency must match the functional currency of the employee's owning organization in order for the table to be available for the employee in the Employee Info Center.
Rate Type Select Cost Rate, Pay Rate, or Both from the drop-down list.
  • If the Payroll module is not installed, you must select Cost Rate.
  • Regardless of the rate type that you enter here, any table defined on this form displays in the Search lookup list.

Labor Code Grid

Field Description
Drop-down Click the drop-down arrow on a grid header to complete any of the following actions:
  • To print grid data, click Print. When the Print Preview form displays, click File > Print to send the grid data to your default printer.
  • To export grid data to an Excel spreadsheet, click Export to Excel. When Microsoft Excel opens, use its features to modify, print, or email the data, or to save the spreadsheet file locally.
  • To turn on grouping for a grid, click Enable Grouping. When a field displays with the instruction: "Drag a column header here to group by that column," drag and drop column headers into this field, in the sequence that you want them to display.

Not all options are available on all grids.

Insert Click this option to enter a labor code in a blank row on the grid, below the currently selected row.
Copy Click this option to copy a selected row directly below its original.
Delete Click this option to delete a selected row from the table.

When you delete a row, it is permanently removed from the Vision database. After you save the deletion, you cannot undo it.

Labor Code Mask Click and select the labor code from the columns on the Labor Codes dialog box. Use a wildcard to select all characters in that labor code level.

All of a table's rows must use the same approach — either a labor code or a labor code mask. If you use labor code masks, all of the masks in a table must use a wildcard for the same labor code levels.

Description Optional. Enter an internal description for the labor code, which will display in cost/pay labor code lists.
Effective Date Enter the effective date for this labor code cost/pay rate or click and select a date.

Each labor code in a table can have one row without an effective date specified. You can use this row to enter a default rate, which is used when no other row has an applicable effective date.

Reg Rate Enter the cost/pay rate that you want Vision to use for this labor code.
Ovt Pct Enter the overtime percent cost/pay rate that you want to use for costing/paying overtime labor by employees with this labor code.

This field displays if it has been enabled for Accounting or Payroll.

Ovt-2 Pct Enter the secondary overtime percent cost/pay rate that you want to use for costing/paying secondary overtime labor by employees with this labor code.

This field displays if it has been enabled for Accounting or Payroll.